is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back.

. time for the final trade. mike khouw? >> yeah, the long decline in volatility in gold over the last year or so may be coming to an end. >> beekers? >> i started the show talking about gold. and metal so i'm going to book end it, say buy platinum. >> dan? >> pick a bottom in xco. >> karen? >> yeah, i've got nothing news since about 5:03 when i liked staples. i'm going to stick with that. >> consistency. doc? >> hartford, the insurance company. >> all right, i'm melissa lee. don't forget, our exclusive interview with meg whitman of hewlett-packard. back here again for more "options action" and "money in motion." mad money starts right now. i'm my world. you need to get in the game.

stearns is going to go out of business, they're nuts, they know nothing. i always like to say there is a bull market somewhere. "mad money," you can't afford to miss it hey, i'm cramer. welcome to "mad money," welcome to cramerica. my job is not just to entertain, but to educate. call me at 1-800-743-cnbc. how quickly can things turn? how quickly from good to bad? can they turn from the dime? from the economy from smoking hot to ice cold overnight. can we go from thinking we are working our way out of a long-term jam to game over? the buzzer, that's what was swirling through everybody's heads today. the market got whacked again. we did have a bit of a late-day comeback. the dow sang nearly 47 points. and don't forget, yesterday the worst day of the s & p for the day. today, down another 1.04%.

the speed things got negatively is breath taking, too breath taking if you ask me. considering my "squawk on the street" partner, how do things flip so quickly? sequester, housing, to europe, all went from benign to pernicious in one week. is that possible? >> i think things got more mixed, less positive. mixed dada doesn't jive with a market up 8%, where we were when things turned sour. not so negative. we should give up this week's gains. i said for many, too much negativity to handle without taking aggressive selling action. i get that. i don't dismiss anything as important as the huge down turn in commodities, the weaker auto and housing sales. the chatter of the investing class. copper, wow. try to fathom it. at times like this, though, i like to think if the data is momentarily mixed?

sell everything and it turns out to be better than mixed. in the downdraft, like to fall back on things that aren't efemeral. grand, i hate that stuff. it's a jinx. way too bullish. i don't want to get caught up with google's revolutionary eyeglasses or apple's also ran watch. because everyone, including the huge holders now hate apple so much. its watch being compared unfavorably to a timex. i don't want to sue apple because i'm underwater in my position. move on if you are bummed. i don't focus on the noise out of washington that much. i don't want to be fuld, thinking it's a budget battle. and equals the fiscal cliff armageddon. the one that faked out so many people to currently dumping

stocks at the worst time possible. the dividend tax would go to 40%. that didn't happen. nor do i want to make too much out of the issue of the down beat for america's biggest retailer, walmart. they had a good quarter and caught a lot of short sellers offguard with that beat and a terrific dividend boost this morning. by the way, something that caused the stock to go up a buck, not down a buck as you would have expected if you took the ugly guidance seriously. i want to tush to the longer-term thing themes that got us here. it can't turn on a dime. it might feel like it could, but i want to turn to themes that don't have me suggesting go 100% like i heard some to say or end of the world, and i'm not going to tell you to be a traitor. i've worked hard on the show to get away from being trading, the risk on, risk off garbage. that you need to dump everything

because it's thursday, the vast majority of you are not traders and you deserve not to be whipped. you deserve better than that. let's start with my favorite theme, housing. we developed an unbelievably negative attitude on housing. worries about home builder optimism and allegedly a terrible quarter from toll brothers. first of all it wasn't a negative conference call. the business stronger than it was in years. 49% increase in orders and the backlog is that really bad? many areas across the country, toll brothers selling out developments faster than it ever has. and how to people miss this stuff? i have to belief traders only read the headline numbers and freaked out without listening to the company. i don't blame them look. i read the transit, 53 pages, real long. i would have rather watched the lakers beat the celts. i had to read the call. i'm a dash nerd. it makes me an outliar. but not much of one.

what is really important in lasting here. how about last year we built only one-third the number of homes we have seven years ago, but we only have a 4.2-month supply of homes. not much inventory. there are discussions about how we might build as many as a million homes. but even if we hit the stretch, that's still down more than 50% from a few years ago. not building a lot of homes. you think suddenly this is over? let me disabuse you of that notion. the architectural billings index, abi, fabulous leading indicator of construction spending. and the abi increased 54.2%. i'm such a in other words, it took my breath away. from december to the last month. and it's now been above the crucial 50 level, which marks an increase in six consecutive months. we could be in the early innings of the cycle this thing can't we

stopped by a -- like a fortnight of worry. what is ahead? how about the 60 billion in people ra rebuild money? a billion here, billion there adds up. hasn't been spent yet. and the housing industry is getting stronger, not weaker. autos, just now coming back. and did anyone catch ford is hiring workers to build more vehicles? you don't build more vehicles if you don't need them and we have a dramatic shortage of used cars and after years of subpar loan growth we have a glimpse that banks are starting to lend for commercial real estate, and a huge creator of jobs. the pacific northwest bank, a stock more than doubled, and it's lending from big

construction projects and other banks will see that, and get the message. they start lending, stocks will go higher, even if wall street keeps downgrading, and financials will lead us down with the aig stellar quarter. aerospace. you hear about the boeing battery problem for the dream liner. how strong is the order book here that boeing has barely declined despite horrendous publicity. it was up yesterday in the really bad sell-off. how do you spell strength? i say b-o-e-i-n-g. you are paying top dollar for gasoline, but natural gas ridiculously low and we talked to aep, one of the largest power companies. drilling for oil and gas and construction jobs, chemical jobs, coming back strong. nothing something that will go away on the dime. that's my thing. let's not forget the mergers. a lot of people yawning at lynn energy. a largely california-based oil

play for more than $4 billion. a braille yant way for a smart buyer like lynn to get purchasing fast. listen, hewlett-packard up nicely after the quarter. deals -- i throw that as pibl thing. deals too numerous to hey numb race. a live and well these. and now, i'm not dismissing major red flags. commodity prices shouldn't be plummeting so quickly and they are set worldwide and i believe europe which i thought was stabilizing, might have taken another leg down. meanwhile, chinese have cooled down lending, not a good sign. we need china to be strong, europe to stabilize. that's not what people are worried about. they are worried about losing the 5% we've made. just as stock markets have regressed back to zero or below. bottom line, we got hammered, no doubt about it.

nonetheless, strategists come on our air and are selling all stocks, putting out big shorts here, and i want to cringe. as long as big themes like housing, autos, lending, cheap energy, emerge intact, why should i tell you to do a trading whamma jamming get the heck out. doesn't make sense. things are mixed. if you are nervous, do some selling. nobody ever got hurt taking a profit. leave the market wholesale, data has to be plain out bad, not mixed. and certainly it's not mixed enough for me to tell to you sell everything. i'm not saying that. not at all. ron in west virginia, ron. >> hey, jimbo, how are you today? >> hey, how are you, ron? >> i have been watching chesapeake energy and the news with mclandon hitting the bricks, you see chesapeake being dismantled? what's the net net, is now the time to buy? >> i don't think it will be dismantled. this is not what everybody wants

to hear. and i have known aubrey for years. he's a visionary for natural gas, even if it's not one i want to own. chesapeake is not oily enough. i like eog. i think it's just okay. nasser in maryland. nasser. you're up, partner. >> caller: hi, jim. talking to me, sir? >> yeah, you're with cramer. >> a big booyah to you, your majesty and ek lxcellency. the company rf microdevices. we had a downgrade. is that an overreaction? >> i saw that, sky works solution, crushed that and qualcomm has some new whamma jamma thing. i think it's never been my favorite. i won't tell to you be in that one. my charitable trust owns broadcom. it doesn't act that well either.

listen, nobody got hurt taking a profit. as long as big themes are working, autos, housing, mergers, lenders, i won't let everybody to scare me out manufacture i coal socks and they shouldn't scare you either. hey, the markets are mixed. don't sweat the program. "mad money" will be right back. >> coming up, stop the presses. the world's most recognizable front page is putting part of part of its business up for sale is this a sign of hard times ahead, or could it be a catalyst that helps the company to print money. cramer's cut the answer, next. later, soda showdown. coke, pepsi, the fizz is about to face-off. flavor may be a matter of choice, but the stock with the most pop, that's a matter of fundamentals, cramer tells you which beverage brands could give you the most bang for your buck. plus, ad block? mobile advertiser millennial media fell off the cliff,

hitting all-time lows after earnings missed expectations, but as the mobile migration continues, this drop an opportunity or a dire warning? cramer finds out in his exclusive with its ceo. all coming up on "mad money." don't miss a second of "mad money." follow @jim cramer on twitter. tweet him at #mad tweets, send an e-mail to jim cramer at cnbc.com. or call 1-800-743-cnbc. miss something? head to madmoney apt cnbc.com. revolutionizing an industry can be a tough act to follow, but at xerox we've embraced a new role.

working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done. how's that for an encore? with xerox, you're ready for real business. today is gonna be an himportant day for us.re?

you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. siemens. answers.

i always wanted to bump in with dylan. that is a tv term. i think it might be time -- i can't believe i'm doing this. i think it might be time to buy the new york times. not the paper, shares in the company.

nyt. yes, you heard me right. i'm about to recommend a newspaper stock. look, everybody knows the newspaper companies have been in decline for years, decades even. what the heck am i coming out to tell you to buy shares of the new york times. simple. they know that they getting rid of the print, that's why they are selling "the boston globe" that's not the business. the business is putting out the content online and charging for it. the new york times the online journal of worldwide record and ever since the nyt put up its online pay wall, this company figured out how to make money off its content on the internet. that's the great leap forward. see, at the end of the fourth quarter, times wracked up a denominal -- they have 668,000

paid digital subscribers, up 13% from the previous quarter, linked, double-digit growth growth for heaven's sake. print may be dying, but content is king. consider aol success. and people laughing about that, and they are not laughing anymore. they swung from a loss to a profit and the stock has more than doubled. so much good content for free, the idea of paying for it seems ludicrous. only a lucky few offered market sensitive information could get away with charging it. regular newspapers refused to bite the bullet. they refused and made people pay. why? because they feared i would live through this, they feared it would kill their traffic and smart guys on wall street said you have to go for traffic. years and years, old-fashioned news organizations were crushed by the competition as they went for traffic throughout the period, unlike everyone else who

didn't charge, the new york times never blinked about on generating quality content. money wasn't even an issue for knight ridder when i worked for them. you went where you got the story. and the times kept its mission intact and delivers the best international paper in the world and still everyone's dream to work there too. if you think of journalism like sports, they are the miami heat and everyone good wants to play for the heat. people want to be on lebron's team. just like they want to be on the editor in chief's team. those words make it sound like they will spend themselves into the ground. they started charging for online content and critics howled that the new strategy would be met with fewer and pass confusion. wrong, pay on wall working, the

times is making more money from people paying for circulation than from advertising and that is a huge tectonic shift. the times figured out a gating system. you get ten free articles a month and any stories linked to on face book or twitter and they totally hook you. from that morning on, u.s. like paying your cable bill. something you have to have. remember that, cut the cord? no one is cutting the time' cord. they made it interactive enough, it's tv like. lots of video content. enkik lopedic. and they could charge a fortune for online real estate ads some of much real estate in the best market in the world is actually sold right through them. wait until they listen to me tonight and then switch to that model. probably will happen. i think the subscription price might be far more inelastic than

i thought or they thought. i don't know a soul that wouldn't pay more rather than lose it. this company has been paring down noncore assets for some time in august, they sold about.com and got $300 million for it. they are in good enough shape cash wise there is the possibility of a dividend. that was the hint in the conference call. one more thing, this story is back stopped. now that the times is selling the globe, the company could ultimately bought by a soon to be retired mayor bloomberg. someone that the family would bless as an owner. like when rupert murdoch owned "the wall street journ." nobody thought that the family would sell out. they did. print may be a dying medium, but on the web, content is king, and

the new york times figured out how to cash in. the times has the best content on earth and the company has turned the corner and it's time to go positive on a stock i have been negative on for as long as eye hadded show. even as i love the paper more than ever. obviously, so do others, or the times have fallen. and since the web first took aim at the dead tree in the last decade. all the news fit to interact and not only do these times demand the times, they actually demand the stock of the times. after the break, i'll try to make you more money. coming up, soda showdown. coke, pepsi, the fizz is about to face-off. flavor may be a matter of choice, but the stock with the most pop, well, that's a matter of fundamentals. tonight, cramer tells you which beverage brands could give you

the most bang for your buck. this is america.

we don't let frequent heartburn come between us and what we love. so if you're one of them people who gets heartburn and then treats day after day... block the acid with prilosec otc and don't get heartburn in the first place! [ male announcer ] one pill each morning. 24 hours. zero heartburn. you are gonna need a wingman. and my cash back keeps the party going. but my airline miles take it worldwide. [ male announcer ] it shouldn't be this hard. with creditcards.com, it's easy to search hundreds of cards and apply online. creditcards.com.

okay. the bears are out in force this week, although i think tomorrow, a little better, you got the good aig and hewlett-packard. they are fretting about everything from the minutes of the last month's fed meeting. maybe this is the week that teddy bears get their payday. we're deal with a garden variety

payday. some stocks are able to hold their own. and right now, the food and beverage names being highlighted at the consumer analyst group of new york conference, they call it kag kncagney, the shindig th happens every year. we have a conundrum, the eternal conundrum, if you own a beverage stock right now, what do you buy? do you buy pepsico or the coca-cola corporation? this is tough. a lot of people think coke and pepsi are interchangeable. some couldn't tell the difference on a blind taste test. with stocks performing dispartingly. i plefr the one acting better. yep, i prefer pepsico more than coke here. we could do this test. just a sec. let me see. the real, definitive test. we're going to taste test the toughest thing in the world to tell the difference in.

here we go definitive taste test. pepsico. definitely better. since the beginning of the year they have rallied 10%, and these stocks always in a horse race, sometimes the wrong one in the lead, not this time. pepsi is a good place to go if we continue to get weaker, consider the latest quarters, pepsico popped and coca-cola just drowned. it was a low-quality beat. and gains on hedges and rower ad spending in europe and two extra shipping days in the quarter, that's granular. even with that, though, the company's global volumes, up just 3% for the quarter, slightly below what the street was expecting. pepsico on the other hand blew away the expectations when it reported two days later. 3 cents earning beat and this time high quality, driven by 5% organic revenue growth. its outlook pretty darn right.

the ceo pointed out at the beginning of last year, pepsico needed to use 2012 to reinvest in itself and they have done that business good. the investment paid off, and the company ready to compete and create value in 2013, like i haven't seen in a long time. they have been leaving knockout in the dust. pepsico is doing better than coke. the question is why. the softness in soft drinks. sugary sodas could be facing increasing regulatory pressure and you can't buy a big gulp in new york city. and what is better, coca-cola, 100% beverages or pepsico, which is only 40% beverages and 60% snacks. pepsico is being saved by frito-lay and global foods decision. let's have -- let's have a taste test with peppy cosnacks and coca-cola snacks. not fair.

and, look, the beverage business helps, it's got the gatorade, and tropicana juices, and 40% of the beverage volume is noncar boar rated and only 20% is full sugar soda. they have mountain dew. i had one for lunch, maybe you can tell. bizarrely, one of the most popular brands. mountain dew is on fire in india. mountain dew, india. and pepsi has a major restructuring program. cut out layers of middlemen, reduced head count. business speak for laying off people to deliver $3 billion in savings by 2015 and it can excuse the money it's saving to support its brands. restructuring improved the brand by $3 million, and pepsico can

break itself off into a beverage company and snack company. something coca-cola can't do. and something i don't want to be clear. some guy always agitating for that. it makes a lot of sense, snacks and soda. pepsico made big strides in terms of catching up to coca-cola. much more competitive. and been rolling out a bunch of new products like real medleys packaged oatmeal, pepsi next, gat gatora gatorade, and for idoritos loco taco. cool ranch? what else. and they had a venture last year with king yi. and they have major exposure to bottled water, tea, and juice in a nonrisky way. coca-cola investing heavily, but this tea alliance, giving them

serious trouble. pepsico made friendly shareholder moves. and a 5.6% dividend move. and not as good as the boost that coca-cola gave you today. the superior organic growth from pepsico, we turn you toward pep. apples to apples or soda to soda. a pure oddity, but it drives home how right it is that pepsi is outperforming coke. pepsi's business doing better than coca-cola's, but the stock cheaper too. looking to get more defensive, which many of you are, pepsico is the stock to buy on the way down. let me be clear. pepsico is less than a buck off its high. buy 24 every point and a half now. if you are buying all at one,

are you not hearing me and listening to me. i'm not saying it's time to load up the soda and snack truck. let's leave it at that. burr niece in new york. berniece, what is up? >> caller: i have been watching your program and watching diaggo. i have seen it go up and down and up and down, and wondered where you see it going? >> berniece, what's the overall trajectory? what's it been? it's been up and that's why i put it last year as one of my up stocks that you should buy on any single discount. and i think that when it gives you -- that's the whis kei company that is taking over the world by storm. particularly india, where they love whis kei. jim in arizona. >> caller: thank you for taking my call, jim. i have a question for you. i have shares of general mills dating back to the '80s, and the

selling price was about $6 a share when it was purchased. so my dividend yield is over 20%. today's market, around 3%. unfortunately, the stocks set up as income and not reinvested. the question is, do i keep general mills, and steady income for the dividend, or should i sell it and go with something faster growing? >> never recommended against owning general mills and i think they have a worthy steward of the company. i do blanch when i heard you don't reinvest the dividend. general mills is good. it could go back to 43. i would buy more. less until minnesota. >> caller: hi, jim. we watch your show or try to every day. i recently inherited a harmed amount of hormel stock. i grew up hearing about hormel

my whole life. my dad's advice was never sell hormel and the recent acquisition of skippy, he would be doing cartwheels over that. it split four times in the '80s, last split took a long time. i watched it for years. what is your opinion about hormel growing in the next few years with possibly another split and should i listen to my father and not sell? >> your dad has both horse and spam sense. i think that hormel one of the great stocks. we featured after after the peanut addition. another stock, if you sell, i might have to come to your house with a can of spam and make you drink the juice. looking for refreshment? you need some pep in your step. hold on just a sec. this is definitely the best water. i think that the company is now distancing itself from coca-cola and the stock is going to do the same. stay with cramer. ♪

♪ ♪ [ male announcer ] what's the point of an epa estimated 42 miles per gallon if the miles aren't interesting? the lexus ct hybrid. this is the pursuit of ection.

it is time. it's time for the lightning

round. and you call and i tell you buy, buy, buy, sell, sell, sell. and then when we hear this sound, the lightning round is over. are you ready, skedaddy? dave in los angeles, we'll start with you. >> caller: a west los angeles booyah to you. >> a west los angeles booyah right you. >> caller: i like the reits. one of them has a superhigh yield north of 15% but it exceeded earnings, and it's about as highly lev ramed as any one i have ever looked at. american capital agency corporation. agnc. >> at times i have been skeptical and i have been wrong, and i've been skeptical. so i have switched direction and tell people the stock is good. cut the dividend some day, and trim whatever, but, boy this is good. irwin in nevada, please. >> caller: hello, jim. >> hey, irwin.

>> caller: this is irving from los angeles. i would like to know about ford. >> ford is in a wait and see mode. we need to see europe get better. now, maybe we have to pay 13.5% if europe gets better. but we'll be prudent. and that's what we'll do. john in washington. >> caller: booyah from the great ever green state and the columbia gorge. and i hear in this morning. and heckmann from a buy to a hold, and the stock took a big dump it did refer. what you think about heckman. >> short heck man at 3 bucks? that makes no sense. i'm sticking with heckman. heats go to magdiel in florida. >> caller: i have been hoping for this opportunity for a long

time. thank you for everything you do. i really appreciate all the advice and i'm a new investor. 21 years old and started watching, i've been learning a lot. thank you very much. >> and the stock is? >> caller: the stock is block rock. >> 21 years old, watches "mad money." love that? what does he select? one of the best stocks in the book to buy. my charitable trust, black rock, we're buying it. we'll buy it together. that stock could go to 300. black rock. peter in wisconsin. >> caller: hi, jim. >> what's going on? >> caller: first time caller. i would like to know about -- i just purchased dole foods. >> i think dole is fine. i think dole is fine. i like hormel more. i like pepsico more, i like general mills more.

you know, just like those others more. but dole is fine and nothing the matter with a fine stock. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round sponsored by t.d. ameritrade. coming up, ad block? millennial media fell off the cliff yesterday, hitting all-time lows after earnings missed expectations, but as mobile migration continues, is this an opportunity or dire warning? cramer finds out in its exclusive with you its ceo. [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim

from td ameritrade. ♪ more "likes." more tweets. so, beginning today, my son brock and his whole team will be our new senior social media strategists. any questions? since we make radiator valves wouldn't it be better if we just let fedex help us to expand to new markets? hmm gotta admit that's better than a few "likes." i don't have the door code. who's that? he won a contest online to be ceo for the day. how am i supposed to run a business here without an office?! [ male announcer ] fast, reliable deliveries worldwide. fedex.

clamp. glitter. [ male announcer ] staples makes it easier to get everything your business needs. even custom banners. and now get 50% off banners and posters. staples. that was easy.

coming up, ad block? paul palmieri. we know that right now there is a huge transformation going on in the world of advertising, online ad dollars migrate from the desk tob to mobile devices it was a bit of a shock when millennial media, mm for your home gamers, they connect large groups of advertisers with

consumers, got hammered. on tuesday night, they delivered a quarter that many considered a disaster and the stock fell off a cliff, dropping from $14.33 to $8. 5, a 37.5% decline. what went wrong? wall street expected them to make $62.9 million, they came in at $50 million and they said revenue growth decelerating. down from 88% the previous quarter, and this was caused by a few big deals, and their decision not to participate in low-margin direct download advertisements. i have to wonder, if a handful of deals, why didn't guidance go up and not down? we have to ask, is this a broken stock? can bounce right back from what went wrong and the market may have overwreaked or a broken company? they compete against google and apple. let's check in with paul

palmie palmieri. welcome to mad money. >> how are you, jim? >> i have this morgan stanley downgrade. one of your bankers, great company. >> absolutely. >> potential competitive threats emerging and people are switching from you to google and you should switch out of millennial media. >> i look at q4 for us. up 8% -- no, no, no. 86%. amazing growth phone ar intfor internet company. our business quality metrics, the metrics you would look at to see a wildly competitive market blooming. >> gross margin. >> you look at gross margin and price. effective cpms went up 10% quarter over quarter, major growth and effective cpms and ebbitia margins, pretty amacing also in a quarter where we saw a moderation of our growth metric.

>> somebody would say you are so early in your life cycle, there shouldn't be season ality, you used that word. a lot of growth guys dread to hear? >> the media business has had a significant season ality and always had has so q4 has a larger season ality quarter, and so if you look at guidance, for example, off the lower base for the full year last year, guidance for the full year is roughly the same that the street was expecting, of 55%, and the q1 guidance is actually roughly the same percentage of the overall year guidance, as q1 of the overall actual year last year. so, again -- >> but, remember, you put it in our heads that some deals didn't close if you hadn't said that, we wouldn't think it. >> no, that's absolutely right, what occurred in q4 was some deals that we were counting on

didn't materialize very late in the quarter. >> did they go -- >> did they go to google? google plus, someone who knows, look, i started an internet company. google plus is -- they are aggressive. they are a behemoth, you have to deal with them. >> we have been competing with google in the space for four or five years. so we are a company that's been competing with google all along the way, so nothing is fundamentally changed in the business, and, look, we're in the middle of this amazing secular trend of mobile, consumers are consuming this content on mobile devices and we have a solid space in the firmament of this business. >> do some customers go to google plus? that's what everyone i -- it's a big problem at the street.com. and, you have to make -- make your peace with the going u.s.le plus. >> google is very powerful in the space, but millennial media

is very powerful in the space as well. i look at late q4 and look category by category, was it more heavily skewed toward retail? retail is very excited about mobile all along the way. things like location data are very, very compelling for retailers, what we think really occurred is some categories of advertisers got ahead of themselves and late in the quarter, either decided to reallocate it back to where they would have traditionally spent it, spent a little bit less with us than they would have indicated earlier in the quarter and so, yeah, for us, you know, i think we're in a competitive business with large players, but it's been that way a good long time. >> i know in the mobile world, a google could come in and say, listen, we'll take care -- i know this millennial, they know mobile. but we know desk top. we know everything, and we'll to a sweep, whereas they can do one thing. what is the comeback? the objection to that that you

give customers? >> first, you have to look at the customer set, and so google has done a phenomenal job over many years of connecting local businesses and direct marketers and doing business with hundreds of thousands of advertisers. millennial media's bread and butter business is with the ad age top 100 advertisers. that's exactly right. and the largest brand advertisers in the world is more of the space where we play in. our business is skewed generally 60/40 brand versus performance ads to be honest in our core customer set, we're increasdiby strong, have always been and especially so with google. >> do you think jordan monahan who downgraded you to the slower revenue growth will be surprised by next quarter and may have to eat those words? >> i don't think -- well, yeah. i think that the guidance is the guidance, so i'm not going to price us above there.

but metrics are incredibly important to us and we're a company -- this wasn't our first quarter public and we've certainly made -- had a habit of hitting our numbers and certainly did when we were a private company as well. what i would say, we're incredibly excited about this business, we're in an incredibly sweet opportunity and nothing has fundamentally changed. and i would -- i would ad that, if you look at guidance in the right way too with the season ality, with the history of last year and the percentage of the overall year, i think you see the same thing. >> excellent. thank you for coming on. a lot of people mystified because they know i like the company. chilling, but a roller coaster. >> i had to come on. you have been very supportive of us, but really for the opportunity of mobile all across the board and it was important for to us come on. >> paul, thank you for coming on. the right thick to do. a jent to come on. thank you, paul palmieri. cofounder, president and ceo of

millennial media. i think there was an overreaction here. "mad money" back after the break. clients are always learning more to make their money do more. (ann) to help me plan my next move, overreaction here. plus, their live webinars. i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade... ranked "highest in customer loyalty for brokerage and investment companies."

how do you keep an older car running like new? you ask a ford customer. when they tell you that you need your oil changed you got to bring it in. if your tires need to be rotated, you have to get that done as well. jackie, tell me why somebody should bring they're car here to the ford dealership for service instead of any one of those other places out there. they are going to take care of my car because this is where it came from. price is right no problem, they make you feel like you're a family. get a synthetic blend oil change, tire rotation and much more, $29.95 after $10.00 rebate. if you take care of your car your car will take care of you.

you know what the real problem is for month-old fed notes right now? simple, they are a month old. think about it. the central worry of the moment is sequestration will slow down the economy. something that has been sacrosanct between world war ii and the korean war.

you have to be concerned given so many jobs are at stake. you can't be heartless about this. the discretionary part of the u.s. budge set skewed toward military spending and even though the iraq war is over and afghanistan is winding down, the defense department has not turned its back. judging by what they plan on going after in order to do so, 800,000 civilian jobs instead of huge overhead meant to fight the soviet union, japan and, germany, no matter that my old pal and partner, larry kudlow has a terrific piece on cnbc.com today, which points out the entire harm from the sequester this year might come to $44 million, and that's just a quarter of 1% of our gdp. my worries is that the fed will take notice and not do the wrong thing if we go over the sequestration cliff. we thank the conclusion of the payroll tax holiday, and the rising gas prices are weighing

on the consumer. does d the fed see that this coming last month when things were rosier. is this when they bail on plans to help the economy and start hurting it? the fed chief is sticking by 6.5% unemployment goal. that's still a percent before the great recession. why should he say anything different? and the fed minutes reflect an economy with more of a head of steam than we have now with mixed data. soo perhaps -- just perhaps, they mean nothing. minutes mean nothing there is no plan to inflict a double whammy in the economy. and the sequester kicks in. these fed meetings, minutes, the fed minutes, the approximate cause of people fleeing from the market, may not reflect the current up to the minute thinking about the hazards from washington. i'm simply pondering if the fed is as stupid and blind to the current weakness as everyone thinks it is. or a month from now, when the economy might be faring better,

we'll get a month-old minutes that says new found weakness continues to us continue bond buying. when the fed didn't have the information then as now, u.s. a sucker's bet. maybe this time it's different. that's what the sellers did. forgive me to be a tad more circumspect. stay with cramer. try running four.ning a restaurant is hard, fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores.

rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus. this is the pursuit of perfection. writing the next chapter for the rx and lexus. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. transit fares!